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Timestamps:
00:00 Introduction
00:20 How Citrini Is Thinking About Markets Right Now
07:21 Just How Narrow Is The AI Bull Market?
20:04 VanEck Ad
20:44 Election 2024: Investment Implications & Preparations
26:18 Fannie Mae and Glass Producers
28:34 Onshoring vs. Nearshoring Stocks
29:48 Trump Election Would Cause Epic 2s10s Steepeners
33:41 Deficits Under Biden, Deficits Under Trump
37:07 Trump's Aggressive Tax Policy (TCJA Tax Cuts To Expire In 2025)
40:13 China
46:32 Trump on Crypto
48:15 Would The S&P 500 Perform Better Under Biden or Trump, and Why?
54:12 Tarriff Basket
56:05 Tarriffs on Chinese Electric Vehicles (EVs)
58:31 Citrini on Tesla as an AI Company And As A Robotaxi Company
01:01:40 The Hottest New Coding Language Is English
01:06:21 Why Software and Saas Stocks Have Underperformed
01:09:32 Margin Of Safety Has Been Extraordinarily Diminished
01:12:43 What Are The Odds That The Top Is In For AI Stocks?
01:19:03 China's AI Stocks
01:34:54 Hedging For A Recession Is Pretty Straightforward Right Now
01:37:18 Hedging Via The VIX
01:42:34 Citrini: "I Think I'm Underweight Nvidia Relative to the S&P 500"
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
28 июн 2024